A complete list of active advisors currently associated with Trails Edge Wealth Advisers, LLC
Warmer can help you find a great advisor at Trails Edge Wealth Advisers, LLC or one who fits your needs even better.
Trails Edge Wealth Advisers provides discretionary and non‑discretionary investment advisory and portfolio management services to individuals (including high net worth clients), as well as to corporations, pension plans, endowments, foundations, estates and trusts. The firm constructs individualized portfolios after assessing objectives, risk tolerance and liquidity needs, and it monitors accounts on an ongoing basis. The firm combines asset-allocation work (including mean‑variance optimization) with multiple methods of analysis—fundamental, technical, quantitative and qualitative—and may employ strategies that include options, futures, structured notes, leveraged/inverse ETFs, REITs and hedge funds when suitable and authorized. Trails Edge also uses third‑party model managers and sub‑advisers accessed through the GeoWealth platform to implement many portfolios and retains monitoring and hiring/firing authority over those sub‑advisers. Noteworthy features for a small, supported adviser include a concentrated advisor structure (one advisor managing about $153.7 million in discretionary assets across roughly 60 clients) and routine use of a model manager/sub‑adviser platform rather than relying solely on in‑house management. The firm’s advisory professionals are also licensed insurance agents who may receive commissions for insurance sales, and Trails Edge participates in custodial institutional programs (including Schwab) that provide soft‑dollar benefits and platform services while charging separate model/strategy fees in addition to the firm’s advisory fee.
To learn more about the advisors currently working at Trails Edge Wealth Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Trails Edge Wealth Advisers, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 10
| |
Lakewood Ranch, FL
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)